How to transfer calls in Salesmate

There are times you need to discuss with your teammate or need to find out some additional information. You can transfer an ongoing call to your teammate OR to a member of another team OR even a number in your Salesmate account.

When clicking the Transfer button you can choose to either:

Talk to your colleague first (warm transfer)

Transfer the call right away / Transfer Now (cold transfer)

Talk to your colleague first (warm transfer)

The Warm Transfer option allows for a smoother communication flow. You can take advantage of the warm transfer to give context to your teammate before transferring the call. If you choose this option, you can go back and forth between a teammate and the contact as many times as needed before transferring the call completely. Once you hit the green Complete transfer button, your call with the client ends and yourcolleague can continue with the call. If you want to take back the call then hit the Take over the button.

Complete Transfer

If you select complete transfer then another user and contact will be connected

Contact will be marked as un-hold

You will be dropped from the call

You can log your activity against the call.

Whatever you have talked before hitting on transfer button will be available as recording (if enabled) and that will be logged with your call.

When other user finishes his call, he will be able to log his activity with recording from where he started to talk to the customer ( provided auto recording was on )

Take Over

If during the call or while it was ringing, if you hit on takeover then the other user to whom the call was being made will be disconnected

You will be able to talk back to contact

Contact will be marked as un-hold

In such cases, once we end the call, we will be able to log our activity.

While you connect with your colleague the contact will be placed on hold and can hear the hold music which can be set from the phone number settings.

You can take notes as the call has been transferred and it will appear as an activity on the timeline.

To transfer the call right away (cold transfer)

If you want to transfer the call right away (cold transfer) without speaking to your teammate first, hit the Transfer now button. You can then select a user OR a Salesmate number on which you wish to transfer this call to. They will then receive the call and can accept or reject the transfer. Once the transfer has been initiated, you will be dropped from the call. In case the teammate is busy then a busy message will be played and the call will go to voicemail (if configured) and the call dropped.

Receiving a Call Transfer

You will get contact info on your screen similar to other calls, but if you receive a transfer then there will be two options:

Cold / Blind transfer

You will only come to know about the name about the user who has called.

But after picking up the call it just works like any other call you get on Salesmate platform.

Warm Transfer

When you receive a warm transfer, you will be able to see the user, who is transferring the call to you.

On receiving a call you will not have the option to write down a note or transfer the call to any other user on the spot. You will have the option to take over the call, stop/start recording of the call or end it.

If you end it, the user trying to transfer the call to you will get connected to contact.

On takeover, the person transferring the call to you will be dropped and you will get connected to the contact.

If you are receiving a call on your cellular network, then the only person trying to transfer call can handover call to you or it will be auto handed over if that person drops the call from his end.

Once call is with you, all other screen options will be enabled, just like a normal call.

Transfer Pricing

The call is switched to a conference mode for transferring. So you will be charged for regular call pricing plus $0.0019 to $0.0044 / participant on the call. These prices are dependent on the network to provide better voice quality based on the location of all participants.